The Falcon platform

The agents your family office actually runs.

A private team of AI agents inside the family's own data tenancy. Useful on day one — because every agent has access to 35 years of FOX research. Connected, only on terms the family sets, to a peer network of other families.

What Falcon is

Seven things, simultaneously.

A multi-agent platform built for how a family office actually operates. Not a chatbot. Not a consumer tool with an enterprise sticker.

Three layers. One sovereign architecture.

Your data. The network's knowledge. Your permission, end to end.

01

The FOX library

Useful on day one.

Every Falcon agent has access to FOX's anonymized library of family-office research, frameworks, member surveys, and case studies. Before the family has taught them anything, the agents already speak family-office. No competitor can build this from scratch. FOX has been building it for 35 years.

02

The family tenancy

Permission is structural.

Each family's data is indexed inside the family's own environment, connected to the systems they already trust — Addepar, Sage, custodial feeds, document repositories, communications. Every piece of data carries its own permission, and those permissions travel with the data, not around it.

03

The permissioned network

Only when the family allows.

Your agents reach across the network on your terms — never autonomously, always within the permission the family sets. Peer-aware, peer-permissioned, never peer-exposed. Permission is the unlock, not scale alone.

Sovereignty

Every other AI vendor takes custody of family data.

Falcon is built the opposite way. Without sovereignty, there is no network worth joining — because no family will share into a system they do not control.

  • Falcon agents run inside the family's tenancy.
  • Identity-aware access.Permissions honored on every retrieval.
  • Sovereign data foundation.Encryption keys the family controls.
  • Every model call. Every access. Audit-logged.
  • Family data is never used for training.
  • The Falcon team has zero standing access.
  • SOC 2 posture from day one.
  • If a family parts ways with Falcon, the architecture stays. Nothing of theirs is lost.
The peer network

8,030 single family offices. A network on their terms.

FOX's 35-year peer foundation, extended into AI. Most families start at anonymized patterns only, mediated by FOX. Some opt into direct peer queries within chosen cohorts. The protocol is family-controlled, governance-enforced, and audit-logged end to end.

→ Peer-aware

Each family's agents are aware of what the peer network knows in aggregate. Patterns surface across families even when raw data never does.

→ Peer-permissioned

The family sets what their agents share, with whom, and at what fidelity. Anonymized patterns by default. Direct queries by choice.

→ Never peer-exposed

Family data never leaves the family's tenancy. What crosses the boundary is what the family decides to share — never more.

Permission is the architecture.

Talk to Falcon. We'll walk through how it works.

Talk to Falcon →